LNG 0.00% 4.3¢ liquefied natural gas limited

Updated Snapshot, page-218

  1. 482 Posts.
    I think once established, LNG is then a truly infrastructure stock and will behave like an infrastructure stock

    It's unfortunate for LNG that the oil slump hit them during the development phase - the only phase where they are exposed to oil price. LNG is indirectly exposed because they need to:

    * sign BTA to firm up revenue/start construction
    => BTA depends on their partners being able to profitably export LNG
    => LNG export economics depend on the spread of US LNG $/btu to EU and Asia
    => The spread is correlated with oil price
 
watchlist Created with Sketch. Add LNG (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.